See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,699 |
FIRST HORIZON ADVISORS INC2 years Service code 27 530 OAK COURT DR STE 200 · MEMPHIS, TN 38117 | Advisory (Plan) | $22,601 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,658 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,506 | $45,602+4.2% | $117,472-59.6% | $66,914-29.0% |
| Participation rate | 72.2% | 57.6%+14.5pp | 70.6%+1.6pp | 69.8%+2.4pp |
| Annual return | -18.65% | -16.74%-1.9pp | 29.74%-48.4pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,693 | $1,579+7.3% | $4,176-59.4% | $2,544-33.4% |
| Participant deferral / active EE | $4,872 | $2,845+71.2% | $4,070+19.7% | $4,237+15.0% |
| Admin fee / account holder | $247 | $661-62.7% | $5,645-95.6% | $593-58.4% |